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Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
As part of the transaction, Summit’s co-founder and CEO, Reed Colley,joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement ...
Lumine Group Inc. ("Lumine Group") announced today that David Nyland is taking a temporary leave of absence, effective immediately. Tony Garcia, Group President, has been appointed as Interim CEO in ...